VERITAS WEALTH MANAGEMENT LLC

Overview

Veritas Wealth Management LLC runs a small, equity-focused advisory practice that serves individuals, families and a limited number of institutional clients. The firm operates a fee model charged as a percentage of assets under management while also maintaining brokerage and insurance capabilities through affiliated broker-dealer and insurance relationships. Advisory activity centers on portfolio management for individuals and small businesses, and the firm primarily delivers advice on a non‑discretionary basis, meaning clients retain final trade authorization. Investment posture leans toward liquid, listed equity exposure—both individual stocks and exchange‑traded funds—positioned as the core of client portfolios. The firm does not emphasize ESG investing. Given the hybrid broker/advisor setup and insurance licensing, Veritas mixes advisory management with access to annuity and insurance solutions when those instruments match client goals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices